Manage end-to-end execution of loan drawdowns, rollovers, repayments and fixed deposit transactions. Coordinate client documentation and onboarding, validate pricing with treasury, monitor maturities and exceptions, support RMs on portfolio servicing, identify cross-sell opportunities, and maintain risk, control and compliance reporting while driving process improvements.
Key Responsibilities:
Transaction Execution and Client Servicing
- Manage end-to-end execution of loan drawdowns, rollovers, repayments and prepayments (non-trade related), ensuring seamless processing
- Handle fixed deposit placements, renewals, rollovers and premature withdrawals, including calculation and communication of applicable terms and charges
- Ensure timely, accurate, and compliant processing of all transaction
- Coordinate with clients to ensure documentation completeness and readiness
- Act as a key coordination point to ensure smooth execution across internal and external stakeholders
- Escalate issues proactively and drive resolution
- Monitor upcoming loan maturities, rollover requirements and deposit renewal opportunities
- Maintain internal trackers and management information relating to loan and deposit activities
- Coordinate with Relationship Managers and product partners to support portfolio monitoring, optimization and client servicing initiatives
- Identify cross-sell opportunities across CASA, fixed deposits, FX products, structured deposits, interest rate hedging solutions, etc. (where applicable)
- Work with product partners to refer and enable deal execution
- Coordinate client onboarding activities, including account opening, KYC documentation and fulfilment of internal onboarding requirements.
Pricing and Margin Management
- Partner Relationship Managers (RMs) on indicative and confirmed pricing for loans and deposits
- Validate pricing components with Treasury, including (but not limited to) cost of funds, credit funding factors, etc.
- Ensure adherence to approved margins and governance standards
Risk, Controls and Compliance
- Ensure all transactions comply with internal policies and procedures, as well as regulatory requirements
- Maintain high standards of operational control and documentation accuracy
- Monitor excess, exception and limit reports and coordinate remediation with relevant stakeholders
- Escalate breaches, exceptions and unresolved issues on a timely basis Support audit and compliance reviews where required
- Champion a client-centric service culture
- Identify process improvement opportunities to enhance turnaround time and efficiency
- Prepare and coordinate periodic risk, exception and control reports for management review
Requirements:
- Bachelor’s or any related disciplines (Finance/ Business/ Banking) or equivalent professional qualification
- Relevant experience in credit analysis, banking risk management, corporate banking, FI banking, loan administration, middle support, client service and/or treasury support.
- Familiarity with financial markets products is advantageous
- Working knowledge of lending products and loan lifecycle
- Working knowledge of deposit products and pricing
- Strong client service orientation
- Attention to detail and operational accuracy
- Stakeholder management and collaboration
- Analytical thinking (especially in pricing validation)
- Ability to manage multiple transactions under time pressure
- Team player
CIMB Singapore Singapore Office
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